Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-104,424
Closed -$8.09M 845
2025
Q4
$8.09M Sell
104,424
-14,717
-12% -$1.13M 0.01% 439
2025
Q3
$9.27M Sell
119,141
-1,998
-2% -$150K 0.01% 426
2025
Q2
$9.78M Buy
121,139
+38,505
+47% +$3.04M 0.01% 405
2025
Q1
$6.73M Buy
+82,634
New +$6.37M 0.01% 416
2020
Q1
Sell
-1,619
Closed -$47K 753
2019
Q4
$47K Hold
1,619
﹤0.01% 677
2019
Q3
$48K Buy
+1,619
New +$48.1K ﹤0.01% 683
2018
Q2
Sell
-1,399,669
Closed -$66.6M 809
2018
Q1
$66.6M Sell
1,399,669
-1,856,397
-57% -$97M 0.08% 218
2017
Q4
$179M Sell
3,256,066
-3,214,896
-50% -$173M 0.21% 140
2017
Q3
$331M Sell
6,470,962
-1,816,033
-22% -$88.6M 0.41% 83
2017
Q2
$386M Sell
8,286,995
-1,277,885
-13% -$58.8M 0.49% 69
2017
Q1
$448M Buy
9,564,880
+1,358,289
+17% +$63.6M 0.57% 50
2016
Q4
$361M Sell
8,206,591
-510,898
-6% -$20.4M 0.47% 65
2016
Q3
$308M Buy
8,717,489
+483,254
+6% +$16.3M 0.43% 81
2016
Q2
$262M Sell
8,234,235
-429,937
-5% -$14.5M 0.38% 91
2016
Q1
$268M Buy
8,664,172
+1,514,686
+21% +$44.4M 0.39% 80
2015
Q4
$238M Buy
7,149,486
+1,182,493
+20% +$40.8M 0.34% 98
2015
Q3
$191M Buy
5,966,993
+2,245,671
+60% +$77.4M 0.29% 117
2015
Q2
$133M Buy
+3,721,322
New +$130M 0.19% 148

Other funds holding UNM